Custom Truck One SourceCTOS
13F holders, Q1 2026 (March 31)175holders +18
38new positions
24sold out
7famous investors
$6.57avg. 13F price*
At the end of Q1 2026, 175 institutions reported holding Custom Truck One Source Inc. (CTOS) in their 13F filings, up 18 from Q4 2025. 38 opened new positions and 24 sold out. The largest holders were Platinum Equity Advisors, LLC ($1.0B), Canvas Wealth Advisors, LLC ($46.1M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($37.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Custom Truck One Source Inc.
- CUSIP
- 23204X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $19.7M |
| Exits | 24 | $11.0M |
All 13F filers, Q4 2025 → Q1 2026: 8,431,617 shares bought and 6,081,769 shares sold, net +2,349,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| Platinum Equity Advisors, LLC | 11.60% | No change | 156,743,635 | $1.0B |
| Canvas Wealth Advisors, LLC | 7.84% | Reduce -0.4% | 7,019,526 | $46.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.05% | Add +4.3% | 5,674,918 | $37.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +15.3% | 5,602,838 | $36.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 4,252,972 | $27.9M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -6.8% | 3,914,133 | $25.9M |
| Alyeska Investment Group, L.P. | 0.05% | Add +13.0% | 2,825,820 | $18.6M |
| Vanguard Capital Management LLC | 0.00% | — | 2,525,744 | $16.6M |
| Boston Partners | 0.01% | Reduce -46.9% | 2,016,406 | $13.2M |
| State Street Corp. | 0.00% | Add +9.7% | 1,486,051 | $9.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.2% | 1,470,636 | $9.7M |
| Clearbridge Investments, LLC | 0.01% | Reduce -2.9% | 1,403,965 | $9.2M |
| First Trust Advisors LP | 0.01% | Add +6.4% | 1,301,351 | $8.5M |
| Bank of America Corp. | 0.00% | Reduce -19.2% | 1,195,836 | $7.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +154.9% | 1,056,550 | $6.9M |
| Heartland Advisors Inc. | 0.34% | Add +42.9% | 1,000,000 | $6.6M |
| Morgan Stanley | 0.00% | Add +25.6% | 897,525 | $5.9M |
| Intrinsic Edge Capital Management LLC | 1.05% | Add +12.8% | 879,622 | $5.8M |
| Bridgeway Capital Management, LLC | 0.11% | Add +9.4% | 845,115 | $5.6M |
| Empowered Funds, LLC | 0.03% | Add +9.9% | 810,115 | $5.3M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -1.6% | 765,822 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +2938.8% | 770,219 | $4.9M |
| Jane Street Group, LLC | 0.00% | Add +91.5% | 660,534 | $4.3M |
| AQR Capital Management | 0.00% | Add +285.1% | 650,700 | $4.3M |
| Mackenzie Financial Corp. | 0.00% | New | 589,100 | $3.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.2% | 542,865 | $3.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.5% | 517,411 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.7% | 515,735 | $3.4M |
| Vanguard Portfolio Management LLC | 0.00% | — | 507,309 | $3.3M |
| Northern Trust Corp. | 0.00% | Add +3.7% | 489,076 | $3.2M |
| Hotchkis & Wiley Capital Management LLC | 0.01% | New | 452,640 | $3.0M |
| HRT Financial LP | 0.01% | New | 411,892 | $2.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 404,548 | $2.7M |
| Silvercrest Asset Management Group LLC | 0.02% | New | 394,416 | $2.6M |
| Sendero Wealth Management, LLC | 0.28% | No change | 390,797 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -26.2% | 384,712 | $2.5M |
| EFG International AG | 0.05% | Reduce -5.1% | 351,001 | $2.3M |
| Private Capital Management, LLC | 0.22% | No change | 327,500 | $2.2M |
| Citadel Advisors | 0.00% | Add +339.4% | 280,361 | $1.8M |
| Millennium Management | 0.00% | Reduce -18.9% | 257,825 | $1.7M |
| Invesco Ltd. | 0.00% | Add +3.0% | 244,105 | $1.6M |
| Point72 Asset Management | 0.00% | Reduce -37.2% | 242,189 | $1.6M |
| Tudor Investment Corporation | 0.01% | New | 228,518 | $1.5M |
| Sei Investments Co. | 0.00% | Add +35.8% | 227,568 | $1.5M |
| Voleon Capital Management LP | 0.03% | Reduce -8.5% | 220,174 | $1.4M |
| Gilder Gagnon Howe & Co. LLC | 0.02% | Reduce -46.8% | 217,877 | $1.4M |
| Algert Global LLC | 0.02% | New | 195,760 | $1.3M |
| D. E. Shaw & Co. | 0.00% | New | 182,785 | $1.2M |
| Trexquant Investment LP | 0.01% | Reduce -43.9% | 179,371 | $1.2M |
| Register Financial Advisors LLC | 0.42% | Reduce -1.1% | 171,200 | $1.1M |
| Mariner, LLC | 0.00% | Add +21.4% | 168,207 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 156,242 | $1.0M |
| Nuveen, LLC | 0.00% | Add +0.6% | 149,991 | $985K |
| EntryPoint Capital, LLC | 0.28% | Add +59.8% | 147,177 | $967K |
| BNP Paribas Financial Markets | 0.00% | Add +72.9% | 144,895 | $952K |
| Swiss National Bank | 0.00% | No change | 134,100 | $881K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -25.1% | 133,220 | $875K |
| Sapient Capital LLC | 0.01% | No change | 127,760 | $839K |
| Sandler Capital Management | 0.55% | Reduce -34.2% | 123,281 | $810K |
| American Century Companies Inc. | 0.00% | Add +1.3% | 118,731 | $780K |
| Canada Pension Plan Investment Board | 0.00% | Add +53.9% | 108,800 | $715K |
| FMR LLC | 0.00% | Add +502.9% | 106,262 | $698K |
| Gsa Capital Partners LLP | 0.04% | Add +13.6% | 93,164 | $612K |
| STRS Ohio | 0.00% | Reduce -2.2% | 92,200 | $606K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +4.1% | 89,938 | $591K |
| Brevan Howard Capital Management LP | 0.01% | Add +306.4% | 87,013 | $572K |
| Aristeia Capital, L.L.C. | 0.02% | Add +98.2% | 83,630 | $549K |
| UBS Group AG | 0.00% | Reduce -0.7% | 82,252 | $540K |
| Rhumbline Advisers | 0.00% | Reduce -2.3% | 71,635 | $471K |
| VARCOV Co. | 0.17% | New | 69,135 | $454K |
| Biondo Investment Advisors, LLC | 0.06% | Reduce -34.3% | 69,000 | $453K |
| Pine Valley Investments Ltd Liability Co | 0.02% | No change | 68,000 | $447K |
| LPL Financial LLC | 0.00% | Add +3.5% | 67,811 | $446K |
| Alliancebernstein L.P. | 0.00% | Reduce -18.6% | 73,870 | $425K |
| Balyasny Asset Management L.P. | 0.00% | Add +130.1% | 64,009 | $421K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -1.4% | 62,787 | $413K |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 61,514 | $404K |
| Graham Capital Management, L.P. | 0.02% | Add +9.1% | 59,931 | $394K |
| Jump Financial, LLC | 0.01% | Reduce -0.1% | 56,242 | $370K |
| Ieq Capital, LLC | 0.00% | New | 51,620 | $339K |
| Legal & General Group Plc | 0.00% | Reduce -17.5% | 50,323 | $331K |
| Deutsche Bank AG | 0.00% | Add +13.5% | 49,360 | $324K |
| Numerai GP LLC | 0.03% | New | 48,446 | $318K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +9.8% | 46,937 | $308K |
| Squarepoint Ops LLC | 0.00% | Reduce -81.2% | 46,402 | $305K |
| Ameriprise Financial Inc. | 0.00% | New | 42,161 | $277K |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.2% | 40,788 | $268K |
| Wells Fargo & Company | 0.00% | Reduce -53.6% | 39,382 | $259K |
| Cetera Investment Advisers | 0.00% | Reduce -15.8% | 39,029 | $256K |
| Fox Run Management, L.L.C. | 0.04% | New | 38,523 | $243K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 36,449 | $239K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 34,293 | $225K |
| Prevail Innovative Wealth Advisors, LLC | 0.04% | New | 33,221 | $218K |
| MetLife Investment Management, LLC | 0.00% | Add +29.9% | 32,205 | $212K |
| Renaissance Technologies | 0.00% | New | 31,656 | $208K |
| Susquehanna International Group, LLP | 0.00% | Add +163.4% | 30,432 | $200K |
| Two Sigma Investments, LP | 0.00% | Add +7.9% | 30,152 | $198K |
| Envestnet Asset Management Inc. | 0.00% | New | 29,151 | $192K |
| Janus Henderson Group PLC | 0.00% | No change | 28,800 | $189K |
| M&T Bank Corp | 0.00% | Reduce -7.3% | 28,021 | $184K |
| 9823 Capital, L.P. | 0.14% | New | 27,591 | $181K |
| Stoneridge Investment Partners LLC | 0.13% | No change | 27,359 | $180K |
| Cwm, LLC | 0.00% | Add +295.9% | 25,273 | $166K |
| SG Americas Securities, LLC | 0.00% | Reduce -43.8% | 24,952 | $164K |
| Vanguard Global Advisers, LLC | 0.00% | — | 22,473 | $148K |
| GC Wealth Management RIA, LLC | 0.01% | Reduce -12.6% | 21,282 | $140K |
| Intech Investment Management LLC | 0.00% | Reduce -20.4% | 21,241 | $140K |
| Mercer Global Advisors Inc. | 0.00% | New | 20,656 | $136K |
| Polymer Capital Management (US) LLC | 0.02% | New | 20,643 | $136K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 20,000 | $131K |
| Quantinno Capital Management LP | 0.00% | Add +27.0% | 19,628 | $129K |
| Lazard Asset Management LLC | 0.00% | New | 19,051 | $125K |
| R Squared Ltd | 0.07% | Add +14.2% | 18,894 | $124K |
| Arizona State Retirement System | 0.00% | Reduce -1.4% | 18,694 | $123K |
| Creative Planning | 0.00% | New | 17,834 | $117K |
| Entropy Technologies, LP | 0.01% | New | 16,875 | $111K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,688 | $110K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 16,372 | $108K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,220 | $107K |
| Cerity Partners LLC | 0.00% | New | 16,014 | $105K |
| CWA Asset Management Group, LLC | 0.00% | No change | 16,000 | $105K |
| Royal Bank of Canada | 0.00% | Reduce -14.3% | 15,797 | $104K |
| Truist Financial Corp. | 0.00% | No change | 15,000 | $99K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $96K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 14,209 | $93K |
| Mirabella Financial Services LLP | 0.01% | New | 12,905 | $85K |
| Kemnay Advisory Services Inc. | 0.01% | New | 11,512 | $76K |
| Voya Investment Management LLC | 0.00% | Reduce -4.0% | 11,389 | $75K |
| Barclays PLC | 0.00% | Reduce -88.0% | 11,325 | $74K |
| New York State Common Retirement Fund | 0.00% | No change | 8,872 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.3% | 5,153 | $34K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -18.7% | 5,004 | $33K |
| Parallel Advisors, LLC | 0.00% | No change | 4,804 | $32K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 3,847 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 2,675 | $18K |
| MAI Capital Management | 0.00% | Add +685.0% | 2,614 | $17K |
| Allworth Financial LP | 0.00% | Add +708.1% | 2,004 | $13K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 1,997 | $13K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +54.3% | 2,006 | $13K |
| GAMMA Investing LLC | 0.00% | Add +104.5% | 1,941 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.0% | 1,479 | $10K |
| Private Trust Co. NA | 0.00% | No change | 1,171 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +104.5% | 1,098 | $7K |
| US Bancorp \de | 0.00% | Add +5.9% | 771 | $5K |
| Essential Partners LLC | 0.00% | Add +825.7% | 685 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 679 | $4K |
| Simplex Trading, LLC | 0.00% | New | 633 | $4K |
| Rothschild Investment LLC | 0.00% | Add +203.6% | 595 | $4K |
| Rossby Financial, LCC | 0.00% | New | 560 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +56.8% | 541 | $4K |
| Optiver Holding B.V. | 0.00% | Add +46.2% | 506 | $3K |
| Group One Trading LLC | 0.00% | No change | 500 | $3K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 409 | $3K |
| IFP Advisors, Inc | 0.00% | Add +57.5% | 367 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -56.5% | 295 | $2K |
| Arax Advisory Partners | 0.00% | Add +2710.0% | 281 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 272 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 214 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 147 | $966 |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.2% | 120 | $788 |
| Parkside Financial Bank & Trust | 0.00% | No change | 115 | $756 |
| Fortitude Family Office, LLC | 0.00% | New | 110 | $723 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 109 | $716 |
| SJS Investment Consulting Inc. | 0.00% | New | 92 | $605 |
| Wealth Preservation Advisors, LLC | 0.00% | New | 90 | $591 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 84 | $552 |
| SBI Securities Co., Ltd. | 0.00% | Add +24.0% | 62 | $407 |
| True Wealth Design, LLC | 0.00% | New | 21 | $138 |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 17 | $112 |
| JPL Wealth Management, LLC | 0.00% | New | 12 | $79 |
| Sunbelt Securities, Inc. | 0.00% | New | 11 | $72 |
| National Bank of Canada | 0.00% | Reduce -14.3% | 6 | $39 |
| Huntington National Bank | 0.00% | No change | 1 | $7 |
| Hughes Financial Services, LLC | 0.00% | Reduce -99.3% | 1 | $7 |
| Covestor Ltd | 0.00% | No change | 21 | $0 |
"% of holder's portfolio" is CTOS's weight in each manager's 13F, not the share of Custom Truck One Source Inc. the manager owns.